Edit Columns
Edit multiple columns of the current record in a single prefilled form.
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Edit multiple columns of the current record in a single prefilled form.
The Edit Columns action opens a form similar to the Add Record form. Instead of creating a new record, the form updates the current record and prefills its existing column data so you can review and modify values in one place.
Use this action when you want to edit multiple columns at the same time or use the AI Assistant to automatically update multiple fields. To change only one value, you can edit that column directly in the record detail view.
Open the record you want to update in the detail view.
Click Actions, then select Edit Columns.
Review the prefilled form. The fields display the current column data for the record.
Update one or more fields as needed.
Review your changes, then save the form to update the record.
The AI Assistant can interpret structured or descriptive text and prepare values for multiple form fields at once.
From the Edit Columns form, click AI Assistant in the side menu.
Enter or paste the information you want to apply to the record, then submit it to the AI Assistant.
Review the AI-generated field values.
Choose how to apply the values:
Click Update to fill only empty fields and preserve existing data.
Click Overwrite to replace fields that already contain data.
Confirm that the updated values are correct, then save the form.
Review AI-generated values before saving, especially when using Overwrite, because this option can replace existing record data.
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